Languages:
English
Localization:
USA
Insightly is a project management service that can help small businesses establish relationships with customers, partners, vendors and suppliers.
The system uses CRM's best practices with all the details about contacts, the history of electronic correspondence and important dates.
Insightly features:
- Managing contacts.
- Project management.
- Task management.
- Event management / calendar.
- Management of organization and opportunities.
- Mobile access.
- Quick search.
- Key words and notifications.
- Social CRM.
- Access to the API.
- Formation of reporting.
- Encryption AES-256.
- Customizable fields and filters.
- File sharing.
- Automatic backup.
- No installation, upgrade and contract costs.
- Unlimited customer support.
- Technical support, chat and knowledge base.
- Applications for iOS and Android.
- Auto-remind by e-mail.
2023-04-05 23:04:49: ? Wipe away the fog and see the clearer side of CRM: no hidden fees, fully customizable, and seamless integrations.
Switching CRMs has never been easier.
Say goodbye to the big blue cloud and adopt a #CRM your teams will actually ????. https://t.co/iMbRFwhdEp Twitter
2023-04-03 21:09:13: Let's be real – no one likes updating the #CRM. But what if you could create contacts, link opps, and save emails without leaving your inbox?
See how you can work smarter with the Insightly CRM Sidebar for #Gmail ? https://t.co/6DCOtZOpQk Twitter
2023-03-31 15:57:17: When the teams are in sync and work together to help you close a deal right before EOQ. ? https://t.co/9XDLdK4oly Twitter
2023-03-30 20:25:32: How are B2B marketers using automation tools today to improve their bottom line?
Here's what 200 leaders say in Insightly and Ascend2's 2023 State of #MarketingAutomation research report https://t.co/XGb2tlrPwt https://t.co/V1yJl9KSXd Twitter
2023-03-27 18:03:50: Started the quarter with a strong pipeline, now we’re here. ? https://t.co/7pbFwPta4I Twitter
2023-03-27 18:02:56: We ? our startups! https://t.co/GupsdCgOxH Twitter
2023-03-24 22:05:49: Are you being intentional with how you spend your day, the work that you do, and the decisions you make? https://t.co/haQJVPHd1l Twitter
2023-03-24 17:28:40: Part of what makes Insightly so ?????????? are built-in dashboards and reporting. Drum roll, please...?
We're excited to announce Drill Paths, a new feature that helps you make smarter decisions by going beyond surface-level insights!
https://t.co/fSWHhInwrb Twitter
2023-03-15 23:54:40: Thanks, TrustRadius team! ?? https://t.co/ppL2luzqSJ Twitter
2023-03-13 21:21:44: ? Hey, women sellers: you deserve to climb the corporate ladder and achieve your dream sales leadership role!
Need some direction on how to get there?
Here are a few words of advice from Insightly's very own inspiring and accomplished sales leader, Courtany McNamara: https://t.co/GM8tCCTHKh Twitter
Alternatives
Insightly Integrations
